FAQs : Macros
What are macros?
- Send email
- Update field
- Create task
Which modules are supported in macro?
How can I create macros for modules in Zoho CRM?
Click the Leads module
In the Leads homepage, select the records for which you want to create a macro.
- In the Create Macro page, provide a Name and Description for the macro.
Choose an email template under Send Email.
Under Update Field, choose which field must be updated and what it should be changed to.
Under Create Task, fill in the required details and click Add.
Once you have provided all the details, click Create.
How many emails, tasks, and field updates can I configure in a macro?
Why am I not able to see the Run Macro button?
- Mass Email
- Mass Update
- Create Activities
Will the emails sent using macros be listed under a record?
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